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Special Needs Planning

Families who have a family member with a disability must plan for the future very carefully.  How assets are left after your death can have a tremendous impact on the quality of life for that person. Special needs planning must address the financial, legal, and medical needs that apply exclusively to a disabled individual.   

We help disabled individuals and their families when they inherit assets or are trying to qualify for public benefits and have excess assets by doing the following:

  • Devising estate plans for family members who want to preserve assets for disabled children in the future
  • Establishing self-settled trusts (d4A) for disabled individuals
  • Establishing pooled trust accounts for disabled individuals over age 64 or those who do not have a trustee for a self-settled trust
  • Working with the individual public benefits organizations to apply for and maintain public benefits for disabled individuals

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Materials on this website are for informational purposes only and are not intended as legal advice. Due to the changing nature of the law and information provided by other sources, no warranty or guarantee is made concerning the accuracy or reliability of the content contained on this site or the content of the sites and resources referenced on this website.

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